We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2851
Greenwich Wealth Management
Connecticut
$226K +$214K +469 New
OWA
2852
ORBA Wealth Advisors
Illinois
$225K +$213K +467 New
CNB
2853
Camden National Bank
Maine
$224K -$2.74K -6 -1%
BFIC
2854
Bedell Frazier Investment Counselling
California
$224K +$213K +465 New
MWM
2855
Mattern Wealth Management
Kansas
$224K +$213K +465 New
WGC
2856
Watts Gwilliam & Co
Arizona
$224K +$225K +492 New
CPSC
2857
Carl P. Sherr & Co
Massachusetts
$223K +$212K +463 New
CCG
2858
Coastwise Capital Group
California
$222K +$211K +461 New
FFBTD
2859
First Financial Bank - Trust Division
Ohio
$222K -$31.1K -68 -13%
GGA
2860
Granite Group Advisors
Connecticut
$222K – – –
RFG
2861
REAP Financial Group
Texas
$222K – – –
LWM
2862
LJI Wealth Management
Indiana
$221K +$210K +459 New
HFP
2863
Holistic Financial Partners
Indiana
$221K -$36.6K -80 -15%
SF
2864
Safeguard Financial
Wisconsin
$221K +$209K +458 New
WPA
2865
West Paces Advisors
Georgia
$220K +$14.6K +32 +8%
LC
2866
Landaas & Company
Wisconsin
$220K +$209K +457 New
PH
2867
Pinnacle Holdings
Oklahoma
$220K – – –
CISOA
2868
Capital Investment Services of America
Wisconsin
$220K +$208K +456 New
AA
2869
Addison Advisors
Vermont
$219K +$25.1K +55 +14%
CNBTD
2870
Citizens National Bank Trust Department
Mississippi
$219K – – –
FI
2871
Finivi Inc
Massachusetts
$219K +$208K +454 New
SC
2872
Seldon Capital
California
$219K +$208K +454 New
BFWA
2873
Benchmark Financial Wealth Advisors
Florida
$218K +$208K +454 New
H
2874
HoyleCohen
California
$218K +$207K +453 New
HIGP
2875
Hill Investment Group Partners
Missouri
$218K +$207K +453 New
113 114
115
116 117